Wallstreetcn
2022.06.22 05:53

磷酸铁锂赛道火热,多家钛材料企业跨界入局

生产钛白粉的副产品硫酸亚铁可以用作磷酸铁、磷酸铁锂的铁源,从而节省生产成本、降低环保处置费用,因此跨界而来的钛白粉厂家不在少数。包括中核钛白、龙佰集团等头部钛白粉厂家都规划了磷酸铁、磷酸铁锂产能。数据宝统计,A 股市场布局磷酸铁锂电池的上市公司多达 30 家。这些概念股 A 股市值合计接近 3 万亿元。6 月以来概念股平均涨幅达到 16.02%,大幅跑赢同期上证指数。从资金流向来看,6 月以来北上资金撤离部分磷酸铁锂概念股。数据宝统计,按照区间成交均价计算,中国宝安、赣锋锂业、亿纬锂能、新宙邦、石大胜华、比亚迪、宁德时代 7 股遭北上资金净卖出超亿元。(证券时报)
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